Customized Online Investing Solution for our Chairman Circle’s Platinum Members.
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Transcript of Customized Online Investing Solution for our Chairman Circle’s Platinum Members.
Customized Online Investing Solution
for our
Chairman Circle’s Platinum Members
The Solution
• Allow your investors to make mutual fund transactions using the online platform
• Allow your investors to track their investments
• Enhances customers delight
Unique Application for your website
• Co Branded link on your website• All transactions mapped to your ARN
Create a reference on your Website
Redirect your customer to the Online Application Page
Co branded with your name
Features of Application
Feature 1 : Track Your Portfolio
Get an overview of your - current balance and - gain / loss at a total portfolio level folio and/or at individual folio or scheme level.
Feature 2 : View Transaction History:
Query & View all transactions ( purchase / redemption/ switch / dividend payout )by any type for any period of your choice.
Feature 3: Make a Transaction:
- Make a fresh purchase.
- Redeem Units.
- Switch Units.
- Systematic Transfer Plan (STP)
- Systematic Withdrawal Plan (SWP).
Transaction Page
Wide range of banks for Online Payment ( 19 banks)
Feature 3: Analyze Scheme Performance:
- Analyze performance using charting tools
- Performance simulator
Analyze Scheme Performance
NAV History
Dividend History
Benchmark Performance
Feature 5 : Manage My Account:- Add more folios, - Change your personal details
Manage My Account
Feature 7 : Set Triggers
Set a Trigger and take action in line with market changes.
Set a Trigger
Instant Online Activation:
Activating a Online account is simple & convenient.
Follow four simple steps of:
Step 1 : Online verification of folio number and email ID.Step 2 : Online Verification of account details.Step 3 : Set up secret question.Step 4 : Use the IPIN to activate the account.
IPru Mobile:Now, track your investments and much more on your mobile.
Thank You